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Adding Contacts to a Flow

There are three ways to get a client into a flow.

From the Flows page

  1. With the flow open, click Add contacts in the top right.

  2. Choose the Stage they'll start in.

  3. Search for and select one or more clients — use Select all or Clear to manage your selection quickly. Clients already in this flow won't show up here.

  4. Click Add to flow.

From a client's profile

You can also add a client to a flow directly from their profile, using the profile's Actions menu.

From the Reporting page

Contacts can also be added to a flow from the Reporting page.

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